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The 22nd Sub-Advised Funds Forum

September 20, 2016 @ 8:00 am - September 21, 2016 @ 5:00 pm

The complexities of attaining and maintaining prosperous sub-advised relationships in today’s landscape have reached a new high. It’s essential to keep up with what’s new and who’s who if you want to thrive in this business. Join us this September 20-21 at the Princeton Club in Manhattan for the industry’s #1 event that focuses solely on achieving great success within the sub-advised industry. Whether you’re an advisor, sub-advisor or fund sponsor, you’ll get great insight on how to develop, nurture and elevate relationships that promote results!

Topics at a Glance

  • State of the Market – An Overall Look at Industry Movement
  • Asset Allocation Trends – Where are the Areas of Interest Among Investors?
  • Investment Manager Due-Diligence – The Nuts and Bolts of the Manager Selection Process
  • Sub-Advisory and Alternatives – Emerging Trends in the Ever-Evolving Alternatives Universe
  • The Growing Demand for Multi-Asset Products and How Sub-Advisory Can Help
  • Big Picture Look at Retirement Funds – How Sub-Advisory Fits within Various Retirement Products
  • The Emergence of ESG and how it’s Affecting Sub-Advisory Searches
  • PLUS MORE… the agenda is still currently in development!